Recent Posts

Starting strong: A financial checklist for new grads

BMO Private Wealth

Graduating from university marks the beginning of a new chapter; one filled with opportunities to pursue your career goals and chase your personal dreams....

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Should Dentists Incorporate? How to Know If the Timing Is Right

Surcon Mahoney Wealth Management

Most Canadian dentists earning over $200K can benefit from incorporation. Learn when the timing makes sense and when it may be too early...

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Financial Planning for Dentists in Canada: A 2026 Guide

Surcon Mahoney Wealth Management

A practical 2026 financial planning guide for Canadian dentists covering debt, incorporation, retirement planning, IPPs, and selling a practice...

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ETFs vs Index Funds vs Mutual Funds in Canada: What’s the Difference?

Surcon Mahoney Wealth Management

ETFs vs index funds vs mutual funds in Canada: how fees, taxes, and structure differ, and which one makes sense for your portfolio. A plain-English guide...

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Passive Index Investing in Canada: Everything You Need to Know

Surcon Mahoney Wealth Management

Passive index investing is simple for a reason: low costs, broad diversification, and fewer bad decisions have historically beaten most attempts to outsmart the market....

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A Practical Guide to TFSAs in 2026 | Use it the Right Way

Most Canadians treat their TFSA like a savings account. For business owners and professionals, that's a costly mistake. Here's what it can actually do....

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10 Best Investment Strategies & Tools for Canadians in 2026

The best investment strategies and tools for Canadians in 2026. TFSAs, asset allocation ETFs, dividend growth, REITs, and more. No jargon, just real tactics...

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How to Pay Yourself From Your Business in Canada (Sole Prop vs Corporation)

Learn how to pay yourself from your business in Canada. Whether you're a sole proprietor taking draws or incorporated and choosing between salary and dividends....

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Don’t Get Caught by the Hook: Ignore Market Noise in 2026

Markets are full of noise, but long‑term success comes from tuning out the headlines and staying focused on fundamentals....

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Stop Planning, Start Doing: Make Your Year of Retirement Action

Many people delay retirement planning because it feels overwhelming or far away this article explains why starting now matters....

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Smart strategies for supporting a child with special needs

What happens when someone you love requires constant, lifelong support, long after you’re able to provide it?...

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The smart investor’s guide to reducing taxes and growing wealth

A smart tax plan doesn’t just maximize your registered accounts, it structures your finances in a way that optimizes every dollar you earn on the road to retirement – and beyond....

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Tax and Finance Guide for Canadian Freelancers and Consultants

Canadian freelancers pay double CPP and handle their own taxes. Learn what self-employed consultants need to know about deductions, RRSPs, and more...

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Manitoba (MB) Tax Bracket Guide for 2026 | Financial Planning

Projected 2026 Manitoba & federal tax brackets, combined rates, and planning strategies for high earners. Avoid bracket creep and clawbacks....

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Retirement ready – from countdown to drawdown

You’ve likely spent decades saving and planning for retirement, but do you have a plan for how to tap into your hard-earned savings? Potentially not. Too many Canadians overlook this critical step in retirement planning: withdrawing savings......

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